Customer XML Upload Format
For information
on procedures and formatting rules that apply to all batch uploads, see Batch Upload Basics
.
Keep these rules in mind:
• The customer upload file must begin with the standard XML version line such as:
• The root (first) tag for Customer files must be the customers tag, and the file can contain only one.
• The customer tag follows the customers tag and contains other identifier tags that describe an AR customer.
• The customer tag can be used multiple times.
• Each customer tag must have at least one address tag and multiple addresses can be defined.
Customer XML Upload format
|
Name |
Type |
Max Size |
Required? |
Special Formatting |
|
Customer | ||||
|
customer Name |
Characters |
60 |
Yes |
|
|
customerParentCompanyNumber |
Integer |
9 |
No |
|
|
customerTypeCode |
Integer |
40 |
Yes |
|
|
customerLastActivityDate |
Date |
10 |
No |
YYYY-MM-DD |
|
customerTaxTypeCode |
Characters |
2 |
Yes |
|
|
customerTaxNbr |
Characters |
4 |
Yes |
FEIN or SSN |
|
customerActiveIndicator |
Characters |
1 |
Yes |
Y or N |
|
customerPhoneNumber |
Characters |
20 |
No |
|
|
customer800PhoneNumber |
Characters |
20 |
No |
|
|
customerContactName |
Characters |
40 |
No |
|
|
customerContactPhoneNumber |
Characters |
20 |
No |
|
|
customerFaxNumber |
Characters |
20 |
No |
|
|
customerBirthDate |
Date |
10 |
No |
YYYY-MM-DD |
|
customerTaxExemptIndicator |
Characters |
1 |
No |
Y or N |
|
customerCreditLimitAmount |
Decimal |
|
No |
Money Format (2 decimal places) |
|
customerCreditApprovedByName |
Characters |
40 |
No |
|
|
customerEmailAddress |
Characters |
60 |
No |
|
|
Address | ||||
|
customerAddressName |
Characters |
40 |
Yes |
|
|
customerLine1StreetAddress |
Characters |
30 |
No |
|
|
customerLine2StreetAddress |
Characters |
30 |
No |
|
|
customerCityName |
Characters |
25 |
No |
|
|
customerStateCode |
Characters |
2 |
No |
|
|
customerZipCode |
Characters |
20 |
No |
|
|
customerCountryCode |
Characters |
2 |
No |
|
|
customerAddressInternationalProvinceName |
Characters |
45 |
No |
|
|
customerInternationalMailCode |
|
|
No |
|
|
customerEmailAddress |
Characters |
60 |
No |
|
|
customerAddressTypeCode |
Characters |
1 |
No |
|
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